Optimize Your Retirement Withdrawals
Learn how to minimize taxes on your retirement withdrawals with a customized, tax-efficient distribution strategy.
Benefits of a Tax-Efficient Distribution Strategy
You've spent years building your nest egg investing in brokerage accounts 401ks, and Roth accounts.
Now that you're retired, which account should you withdraw money from first? If your withdrawals bump you into a higher tax bracket, you might have to pay higher taxes on your hard-earned money.
It might sound complicated, but there is a clear solution: tax-efficient customized distribution strategies, that will protect your money. Together we'll create smart strategy that coordinates withdrawals between taxable, tax-deferred, and Roth accounts so that you can keep more of the money you worked so hard to save.
Learn more about what a tax-efficient distribution strategy can do for your financial future. Don't wait, reach out to us today.
Office: (980) 859-0022
Fax: (980) 237-6445
121 Greenwich Road
Suite 107
Charlotte, NC 28211
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Investment Advisory Services are provided by Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities are offered by Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer and member of FINRA/SIPC. These services are available to residents of AL, FL, MO, NY, NC, SC, VA, and TN. Please note that Cambridge and Blue Wolfe Financial are separate entities.
This content is compiled from reliable sources, but it is important to note that it does not serve as tax or legal advice.
For personalized information pertaining to your unique circumstances, we recommend consulting legal or tax professionals.
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here.